See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,854 | $70,587+130.7% | $124,672+30.6% | $85,850+89.7% |
| Participation rate | 90.9% | 64.4%+26.5pp | 74.6%+16.3pp | 69.3%+21.6pp |
| Annual return | 13.04% | 20688.83%-20675.8pp | 5142.93%-5129.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,554 | $1,913+85.7% | $3,324+6.9% | $2,565+38.6% |
| Participant deferral / active EE | $5,225 | $2,969+76.0% | $4,614+13.2% | $3,952+32.2% |
| Admin fee / account holder | $1,239 | $5,282-76.5% | $7,493-83.5% | $6,260-80.2% |